BWP

Baldwin Wealth Partners Portfolio holdings

AUM $1.54B
1-Year Est. Return 17.21%
This Quarter Est. Return
1 Year Est. Return
+17.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1,000M
AUM Growth
+$98.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
664
New
Increased
Reduced
Closed

Top Buys

1
+$7.64M
2
+$2.74M
3
+$1.74M
4
MSFT icon
Microsoft
MSFT
+$1.5M
5
PLD icon
Prologis
PLD
+$1.27M

Top Sells

1
+$679K
2
+$411K
3
+$387K
4
GRMN icon
Garmin
GRMN
+$307K
5
GLD icon
SPDR Gold Trust
GLD
+$294K

Sector Composition

1 Technology 21.07%
2 Financials 14.55%
3 Healthcare 11.56%
4 Communication Services 9.13%
5 Consumer Staples 8.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$15K ﹤0.01%
175
477
$14K ﹤0.01%
121
478
$14K ﹤0.01%
61
479
$14K ﹤0.01%
85
480
$14K ﹤0.01%
760
481
$14K ﹤0.01%
1,500
482
$13K ﹤0.01%
1,000
483
$13K ﹤0.01%
335
484
$13K ﹤0.01%
345
485
$13K ﹤0.01%
144
486
$13K ﹤0.01%
96
-1
487
$13K ﹤0.01%
356
-1,750
488
$12K ﹤0.01%
280
489
$12K ﹤0.01%
148
-135
490
$12K ﹤0.01%
70
491
$12K ﹤0.01%
212
+64
492
$12K ﹤0.01%
120
493
$12K ﹤0.01%
35
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494
$12K ﹤0.01%
1,000
495
$12K ﹤0.01%
125
496
$11K ﹤0.01%
129
497
$11K ﹤0.01%
147
-250
498
$11K ﹤0.01%
29
499
$11K ﹤0.01%
179
500
$11K ﹤0.01%
125
18 19
20
21 22